Estate Planning Lessons from Influential Women
March is Women’s History Month! Throughout history, women have not only led social change but also played a key role in financial and estate planning, ensuring that wealth and values are passed on for generations.
Here are three powerful estate planning lessons inspired by trailblazing women:
Madam C.J. Walker – Protect Your Business Legacy
Madam C.J. Walker was the first self-made female millionaire in the U.S., building a haircare empire that created economic opportunities for Black women at a time of extreme racial and gender barriers.
Walker didn’t just build a business—she ensured its longevity. By implementing a clear succession plan and structuring her estate wisely, she safeguarded her company’s future. If you own a business, a well-planned trust or succession strategy can help protect your hard work and ensure a smooth transition for future generations.
Eleanor Roosevelt – Leave a Legacy of Advocacy
Eleanor Roosevelt, the longest-serving First Lady, was a diplomat, human rights activist, and a driving force behind the Universal Declaration of Human Rights. She dedicated her life to championing civil rights, women’s rights, and humanitarian efforts.
Her legacy reminds us that estate planning isn’t just about wealth—it’s about impact. You can create a lasting philanthropic legacy by incorporating charitable giving into your estate plan through donor-advised funds, charitable trusts, or foundations. These tools allow you to continue supporting the causes you care about long after you’re gone.
Oprah Winfrey – The Power of a Trust
Oprah Winfrey, a billionaire media mogul and philanthropist, has built one of the most influential brands in history. Despite humble beginnings, her financial decisions and estate planning have been instrumental in preserving her wealth.
Oprah has publicly shared that she uses trusts to control how her fortune is distributed. Without them, even high-net-worth individuals risk probate disputes, unnecessary taxation, and loss of control over their estate. But trusts aren’t just for the wealthy—a revocable living trust can help anyone simplify asset transfers and avoid probate.
Take The Next Step
Estate planning is about more than finances—it’s about securing your legacy and protecting your loved ones. Start by booking a Peace of Mind Planning Session where we’ll answer your questions and explain your options.
🔗 Schedule Your Peace of Mind Planning Session
